Market Cap
$4.3T
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 15, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Oct 14, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Oct 12, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Oct 8, 2026 | Needham | REITERATE | Buy | 50% |
| Oct 6, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 28, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Sep 18, 2026 | Tigress Financial | MAINTAIN | Strong Buy | 59% |
| Sep 17, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 3, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Jul 23, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 20 | 43 | 7 | 0 | 0 | 90% | |
| Aug 1, 2026 | 20 | 42 | 8 | 0 | 0 | 89% | |
| Jul 1, 2026 | 18 | 42 | 9 | 0 | 0 | 87% | |
| Jun 1, 2026 | 19 | 42 | 9 | 0 | 0 | 87% | |
| May 1, 2026 | 21 | 41 | 8 | 0 | 0 | 89% | |
| Apr 1, 2026 | 19 | 41 | 8 | 0 | 0 | 88% | |
| Mar 1, 2026 | 19 | 41 | 9 | 0 | 0 | 87% | |
| Feb 1, 2026 | 19 | 40 | 10 | 0 | 0 | 86% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.00 | $2.25–$3.48 | 4.5% | -0.3% | 4↑ 2↓ | $127.7B | 43 |
| Next Q | $3.34 | $3.03–$4.13 | 18.4% | +0.1% | 5↑ 2↓ | $142.4B | 40 |
| Current FY | $20.59 | $19.80–$21.79 | 90.5% | -0.1% | 5↑ 4↓ | $499.7B | 53 |
| Next FY | $15.08 | $13.96–$19.11 | -26.8% | +1.4% | 7↑ 3↓ | $623.6B | 53 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.000 | — |
| 7d ago | $3.023 | -0.023 |
| 30d ago | $3.009 | -0.009 |
| 60d ago | $3.002 | -0.002 |
| 90d ago | $3.008 | -0.008 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Ninety One UK Ltd | 6,414,773 | $2.2B | 19.9% | — |
| Assenagon Asset Management S.A. | 5,926,654 | $2.0B | 18.3% | ADD +51.5% |
| PineStone Asset Management Inc. | 4,300,481 | $1.5B | 13.3% | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,727,909 | $852.7M | 7.7% | — |
| Vontobel Holding Ltd. | 1,916,991 | $659.6M | 5.9% | — |
| Czech National Bank | 1,686,018 | $580.1M | 5.2% | — |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 1,548,030 | $532.6M | 4.8% | — |
| TD Waterhouse Canada Inc. | 1,523,504 | $515.8M | 4.6% | — |
| BANQUE PICTET & CIE SA | 1,462,314 | $503.2M | 4.5% | — |
| IFM Investors Pty Ltd | 1,369,461 | $471.2M | 4.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | ADD | 3,910,970 | 5,926,654 | +51.5% | $2.0B |
| JPMORGAN CHASE & CO | ADD | 70,925,551 | 91,919,476 | +29.6% | $32.5B |
| NORGES BANK | NEW | — | 80,931,418 | — | $28.9B |
| BERKSHIRE HATHAWAY INC | ADD | 54,249,798 | 78,791,167 | +45.2% | $28.2B |
| Temasek Holdings (Private) Ltd | ADD | 4,702,736 | 7,076,378 | +50.5% | $2.5B |
| HARRIS ASSOCIATES L P | TRIM | 8,393,944 | 6,264,999 | -25.4% | $2.2B |
| TIGER GLOBAL MANAGEMENT LLC | TRIM | 10,631,402 | 5,805,687 | -45.4% | $2.1B |
| Mirae Asset Global Investments Co., Ltd. | TRIM | 6,102,839 | 4,323,190 | -29.2% | $1.5B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 3,135,358 | 4,016,880 | +28.1% | $1.4B |
| Assenagon Asset Management S.A. | DOUBLED | 1,885,894 | 3,910,970 | +107.4% | $1.4B |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 13, 2026 | Shriram Kavitark Ram | Director | GIFT | 199,100 | — | — |
| Oct 13, 2026 | Shriram Kavitark Ram | Director | GIFT | 197,600 | — | — |
| Oct 13, 2026 | Shriram Kavitark Ram | Director | GIFT | 86,550 | — | — |
| Oct 13, 2026 | Shriram Kavitark Ram | Director | GIFT | 199,100 | — | — |
| Oct 13, 2026 | Shriram Kavitark Ram | Director | GIFT | 197,600 | — | — |
| Oct 13, 2026 | Shriram Kavitark Ram | Director | GIFT | 86,550 | — | — |
| Sep 30, 2026 | ARNOLD FRANCES | Director | SELL | 83 | $340.45 | $28.3K |
| Sep 25, 2026 | Pichai Sundar | Chief Executive Officer | CONVERT | 3,671 | — | — |
| Sep 25, 2026 | Schindler Philipp | SVP, Chief Business Officer | CONVERT | 6,065 | — | — |
| Sep 25, 2026 | Schindler Philipp | SVP, Chief Business Officer | TAX W/H | 6,121 | $339.01 | $2.1M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Sep 14, 2026 | Pete Sessions | R | HOUSE | SELL | $15,001 - $50,000 | Alphabet Inc | Sep 21, 2026(8d) |
| Sep 14, 2026 | Cleo Fields | D | HOUSE | BUY | $1,001 - $15,000 | Alphabet Inc | Oct 2, 2026(19d) |
| Aug 27, 2026 | Thomas Kean Jr | R | HOUSE | SELL | $1,001 - $15,000 | Alphabet Inc | Sep 14, 2026(19d) |
| Aug 24, 2026 | Michael Rulli | R | HOUSE | SELL | $50,001 - $100,000 | Alphabet Inc | Aug 26, 2026(3d) |
| Aug 20, 2026 | C. Franklin | R | HOUSE | SELL | $1,001 - $15,000 | Alphabet Inc | Sep 18, 2026(30d) |
| Aug 20, 2026 | C. Franklin | R | HOUSE | SELL | $1,001 - $15,000 | Alphabet Inc | Sep 18, 2026(30d) |
| Aug 11, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | Alphabet Inc | Aug 21, 2026(11d) |
| Aug 11, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | Alphabet Inc | Aug 21, 2026(11d) |
| Aug 11, 2026 | William Keating | D | HOUSE | BUY | $1,001 - $15,000 | Alphabet Inc | Aug 26, 2026(16d) |
| Aug 7, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | Alphabet Inc | Sep 7, 2026(32d) |